Choosing which chapters to include in the downloaded plan

You can customize the outline of your plan, adding and removing chapters, sections, and topics to reflect your business model. Once you have your plan outline as you like it, you can choose which chapters to include when downloading the plan for printing or sharing.

You may want to exclude chapters you haven't written yet. Or you may want to download a version of your plan that only includes the financial plan information. You can create these customized downloads and change them at any time.

Note: This option applies to full chapters only. If you exclude a chapter from a download, all sections and topics in that chapter will also be excluded.
If you need to remove sections or topics, please take a look at this article instead.
  1. In the Plan section, click Download & Print near the top-right of your LivePlan window:
    download and print in the plan section.png

  2. Locate the Setup section in the lower right corner of the page. In the Chapters area, click Edit:
    chapter setup.png

  3. Select all chapters or none by using the links near the top of the overlay. Alternatively, click the check boxes next to individual chapter titles to toggle them on or off. All chapters with check marks will be included in the downloaded plan:


  4. Finally, you can include or exclude currently empty chapters in your plan outline (meaning you still need to write them.) To include these empty chapters, sections, and topics in the printed copies, tick the box next to "Include empty chapters.


    Note: Keep in mind that if you've selected an empty chapter and unchecked the box for "Include empty chapters" (below), that empty chapter won't be included.
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